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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,651 | $166,242+41.8% | $165,071+42.8% | $145,884+61.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 17.44% | 100.44%-83.0pp | 70.17%-52.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $2,543 | $5,283-51.9% | $4,347-41.5% | $4,662-45.5% |
| Participant deferral / active EE | $9,435 | $6,964+35.5% | $6,035+56.3% | $6,690+41.0% |
| Admin fee / account holder | $20,377 | $16,658+22.3% | $12,695+60.5% | $13,392+52.2% |